the nfu marketing barn manual – personalised marketing ... · pdf filethe nfu marketing...

The NFU Marketing Barn Manual

The NFU Marketing Barn Manual– Personalised Marketing Resources

If you have any questions regarding the site itself, please contact FT Solutions on 01992 501500 or email [email protected]

If your query is about any of the marketing materials, please contact the NFU Marketing team on 02476 858500 or email [email protected]

Here is a guide to help you create your own personalised marketing resources.

Logging on

Summer2017 01

Log in

Go to: http://ftsolutions.infigosoftware.com/nfu and enter your username and password and then click “Log in”.

Remember for Group Offices, your username is your CRM reference number and password is 1234, unless already changed by yourselves.

If you haven’t yet got a login, just click on the “New User Request Form” button in the footer to request a login.

Homepage

Once logged on you will be taken to the homepage screen.

To get started on designing your resources just click on the “Personalised Marketing Resources” tab in the box on the left or on the “Personalised Marketing Resources” icon.

http://ftsolutions.infigosoftware.com/nfu

Technical site queriesFT Solutions 01992 [email protected]

Marketing materials queriesNFU Marketing 02476 [email protected]


Shopping

Summer2017 02

Selecting your template

You will then be directed to the personalised marketing resources page where you will see a number of different editable templates including adverts, invitations, newsletters and more.

Select the relevant resource template you wish to edit to progress to the next step.

Selecting the right format

You can now select your desired template and whether you would like it to be professionally printed, mailed or downloaded to your computer.

Please note: Certain templates, such as banners, cannot be downloaded or mailed.

To start personalising your resource, simply click on the product. Please make sure that you have selected the correct product and format (e.g. download, print, mail) before editing as your work may be lost.

Getting started

Once you have selected your template and checked that it is the correct format required, you can select the quantity you would like.

Then, just click on the blue “Start” button to the right of the template to begin the personalisation process.

Please note: “Download” options only allow one resource to be downloaded at a time. Most printed items are printed in packs of 50 as this is the most cost effective.





Editing

Summer2017 03

Editing your template

Use the “editable fields” text boxes on the right hand side of the page to amend the template. The product will update automatically as you fill in the text boxes. To observe your template in closer detail or to see it in full view use the “Zoom in” and “Zoom out” tools to the left of the page.

You can also clear your template and start your customisation again by clicking on the “Restart” button at the bottom of the page.

Adding images

Some templates have editable image fields as well as text fields. All you have to do is click the blue “Upload Images” button to select the photo you’d like to upload from your computer and click “Open”.

Please note: A selection of images can be found on the Marketing Barn page on the Intranet and Group Office Toolkit. You will have to download these to your own computer first before adding them to your template.

Once you have uploaded your photo it should appear in the “Photo Library” at the bottom of your screen. Then just drag and drop your photo into the red “Edit Image” box.

Editing images

To make your image larger or smaller use the “Zoom In” and “Zoom Out” buttons on the left of the screen.

You can also move your image up or down, rotate your image or delete it by clicking on “Clear”.





Editing

MEGAEDIT products

Summer2017 04

Auto-populating fields

Some of the templates, such as adverts, have auto-populating fields. This means you can enter part of your region or branch name and select a result shown in the drop down menu, which should auto-populate other fields.

You can still free-type or amend any field that becomes populated in this way if corrections need to be made.

Getting started

For more complex templates such as newsletters and event calendars, this uses a slightly different editing software known as MEGAEDIT.

Once you have selected your template and checked that it is the correct format required, you can select the quantity you would like and click the blue “Start” button.

Please note: The page may take a few seconds to load up.


Once open you can begin editing your template. To amend the text simply double click on the existing text and replace it with your own by typing directly into the text box.

To edit the different pages in the document, view the “Page list” which can be seen at the bottom of the screen.





MEGAEDIT products

Mailing products

Summer2017 05

Adding images

Images can be inserted in to the grey “Drag image here” box. All you have to do is click on the pink “Add files” button to the left of the screen and you’ll be able to load your own required photos on to Megaedit.

Please note: View the ‘Adding images’ section on page 3 to find out how to access images.

Once you have selected the photos you wish to upload, you will be asked to select an album to upload them to. You can select the default album suggested or create your own. Then click “Start” to upload your photos.

Editing images

Your images should now appear below the pink “Add files” button on the left of your screen. To add them to the template, drag and drop the image into the grey image box.

To edit the image, double click and the “Image options” box will appear. This will let you scale your image to the size you want. If you wish to delete your image from the box, click on the dark grey “Remove image” icon (the dark grey box with the cross in it) within the “Image options” box.

Getting started

Some products, such as invitations, allow you to upload address data to your template in order to mail to a list of contacts.

Find the desired template with the ‘mailing’ option specified and click the blue “Start” button.





Mailing products

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Use the “editable fields” text boxes on the right hand side of the page to populate the template.

Please note: It is important that this page of the template is completed before any data is uploaded.

Once that front page has been completed, click the “Upload Your Data Here” button which can be found above the editable field text boxes to add the contact information.

Uploading the data

Click the blue “Upload” button to select the data file.

Please note: The data must be saved as a .csv or .txt file. There must be no more than seven column headings in the data.

Once the data has been uploaded, you will be sent to the ‘Configure Data Source File’ screen. You shouldn’t need to change anything on here so to proceed, click the next button.

Data processing

Once on the ‘Setup data mapping’ screen, you will see a number of field names and values.

The first lot of field names should be populated with the information that was entered in the editable field text boxes.

As you scroll down, you will then reach the field names which relate to the address data. It is worth checking that the correct column headers from the data have matched correctly with the address field name.

Once you are happy with this, click the next button to preview the artwork.





Mailing products

Checkout

Summer2017 07

Preview artwork

This is the last stage to check that the data has populated correctly.

Please note: The visual proof will only show you a preview of the first five records.

If you are unhappy at this stage you can click the blue “Previous” button to go back a stage or to get out of the data screen completely, click the ‘x’ in the top right hand corner.

Check your basket

Once you have completed your design and selected “Add to Basket” you’ll be redirected to your “shopping basket”.

Here you can amend the quantity if required or click on the “edit” button to the left of the page to go back and change your template.

If you want to add other personalised resources to your basket click on the “Continue shopping” button towards the bottom of the page to create another design.

Delivery details

The first step in the checkout process takes you to your shipping address. Your address should appear automatically or you can enter an address manually if you want it to be sent somewhere else.

Once completed click continue.





Checkout

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Delivery method

There is a standard delivery method for every order so this is automatically selected.

Please note: The delivery of the mailed items is set as first class so this can not be altered.

Click continue to proceed to the next step.

Payment method and information

The next step takes you to the payment method. Each account has been provided with a budget so if you have enough budget to cover the cost of your product, the cost will be taken from the budget.

If your budget doesn’t cover the full cost then credit/debit card payment is required.

Once you have completed these steps, click continue to finalise your checkout.

Confirm order

Once you have checked over your order, click confirm to complete your order.

You should receive an email confirmation of your order.

Please note: You must keep your confirmation email in case of any issue that may arise during the production process.




the nfu marketing barn manual – personalised marketing ... · pdf filethe nfu marketing...

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